Joshua David Mellberg

Secure Investment Management, LLC

19 Years of Experience

4 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Secure Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

825 clients

Average Client Portfolio

$46K average

Assets Under Management

$38.3M

Fee Structure

Minimum Investment:$25K

Location

3067 W. Ina Road, #125, Tucson, AZ, 85741

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History

Regulatory History (4)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 2010

Settled

Customer Dispute

March 2010

Closed-No Action

Customer Dispute

September 2009

Settled

Customer Dispute

July 2009

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Joshua owns JD Mellberg Financial, LLC, which provides insurance marketing, product development, lead generation, and insurance sales (fixed annuities and life insurance), taking up nearly all of his time. He also manages 3067 West Ina Road, LLC (commercial rental property) and Insurance Marketing Solutions, LLC (insurance sales and lead generation), and SIM Assets LLC (e-commerce), dedicating minimal time to each.

Employment History

Current Registrations

Secure Investment Management, LLC

August 2006 - Present · 19 yrs 6 mos

State Registrations5 states

AZCACOFLTX

Advisor

Exams

No exam information available for this advisor.